Legacy Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 177 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Legacy Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$355,000
-18.8%
5,9500.0%0.36%
+28.2%
Q4 2019$437,000
+10.6%
5,9500.0%0.28%
-6.1%
Q3 2019$395,000
-4.8%
5,9500.0%0.30%
+5.0%
Q2 2019$415,000
-50.4%
5,950
-49.7%
0.28%
+3.7%
Q1 2019$836,000
+145.9%
11,830
+120.9%
0.27%
+5.0%
Q4 2018$340,000
-8.8%
5,355
+1.5%
0.26%
+40.2%
Q3 2018$373,000
-1.3%
5,2770.0%0.18%
-34.8%
Q2 2018$378,000
-6.7%
5,277
+0.6%
0.28%
-5.7%
Q1 2018$405,0005,2480.30%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders